Kosmos Energy Ltd 2026年季度报告

FORM10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March31, 2026 TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934 Not applicable(Former name, former address and former fiscal year, if changed since last report) Indicate by check mark whether the registrant: (1)has filed all reports required to be filed by Section13 or 15(d)of the Securities Exchange Act of 1934 during the preceding12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements for the past 90days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically and posted on its corporate Web site, if any, every Interactive Data File required to be submittedand posted pursuant to Rule405 of RegulationS-T (§232.405 of this chapter) during the preceding 12months (or for such shorter period that the registrant was required to submitand post such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growthcompany. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financialaccounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act).Yes☐No☒ Indicate the number of shares outstanding of each of the issuer’s classes of common stock, as of the latest practicable date. Class Common Shares, $0.01 par value TABLE OF CONTENTS Unless otherwise stated in this report, references to “Kosmos,” “we,” “us” or “the company” refer to Kosmos EnergyLtd. and its whollyowned subsidiaries. We have provided definitions for some of the industry terms used in this report in the “Glossary and SelectedAbbreviations” beginning on page3. PARTI. FINANCIAL INFORMATION Glossary and Select Abbreviations Item 1. Financial StatementsConsolidated Balance SheetsConsolidated Statements of OperationsConsolidated Statements of Stockholders’ EquityConsolidated Statements of Cash FlowsNotes to Consolidated Financial StatementsItem 2. Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3. Quantitative and Qualitative Disclosures about Market RiskItem 4. Controls and Procedures PARTII. OTHER INFORMATION Item 1. Legal ProceedingsItem 1A. Risk FactorsItem 2. Unregistered Sales of Equity Securities and Use of ProceedsItem 3. Defaults Upon Senior SecuritiesItem 4. Mine Safety DisclosuresItem 5. Other InformationSignaturesItem 6. ExhibitsIndex to Exhibits KOSMOS ENERGYLTD. GLOSSARY AND SELECTED ABBREVIATIONS The following are abbreviations and definitions of certain terms that may be used in this report. Unless listed below, all defined termsunder Rule4-10(a)of RegulationS-X shall have their statutorily prescribed meanings. KOSMOS ENERGYLTD. CONSOLIDATED BALANCE SHEETS (In thousands, except share data) KOSMOS ENERGYLTD. CONSOLIDATED STATEMENTS OF OPERATIONS (In thousands, except per share data) (Unaudited) KOSMOS ENERGYLTD. CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY (In thousands) (Unaudited) KOSMOS ENERGYLTD. CONSOLIDATED STATEMENTS OF CASH FLOWS (In thousands) (Unaudited) See accompanying notes. KOSMOS ENERGYLTD. Notes to Consolidated Financial Statements (Unaudited) 1. Organization Kosmos Energy Ltd. is incorporated in the State of Delaware as a holding company for Kosmos Energy Delaware Holdings, LLC, aDelaware limited liability company. As a holding company, Kosmos Energy Ltd.’s management operations are conducted through a wholly-owned subsidiary, Kosmos Energy, LLC. The terms “Kosmos,” the “Company,” “we,” “us,” “our,” “ours,” and similar terms refer to KosmosEnergy Ltd. and its wholly-owned subsidiaries, unless the context indicates otherwise. Kosmos Energy is a leading deepwater exploration and production company focused on meeting the world’s growing demand forenergy. We have diversified oil and gas production from assets offshore Ghana, Equatorial Guinea, Mauritania, Senegal and the Gulf ofAmerica. Additionally, in the proven basins where we operate we are advancing high-quality development opportunities, which have comefrom our exploration success. Kosmos is listed on the NYSE and LSE and is traded under the ticker symbol KOS. Kosmos is engaged in a single line of business, which is the exploration, development, and production of oil and natural gas.Substantially all of our long-lived assets and all of our product sales are related to operations in fou